Ramp data shows OpenAI is closing the gap on Anthropic with American businesses. The corporate card and expense management firm has released figures indicating that OpenAI has stopped losing ground to its competitor in the US market.
Market share shifts
OpenAI held the top spot among Ramp’s paying business users until May. At that point, Anthropic reached 41% market share against OpenAI’s 39%. The company behind ChatGPT has not reclaimed the lead since. By July, Anthropic held nearly 44% while OpenAI sat on nearly 40%.
The figures cover more than 70,000 American businesses that use Ramp’s bill pay and corporate card services. These customers span various industries, though the user base leans heavily toward technology.
According to economist Ara Kharazian, OpenAI is growing faster within this segment during the third quarter so far. A full month remains in the quarter, so the trend could change before the period ends. Ramp declined to share specific dollar amounts, providing only percentages.
This does not measure the total market. It excludes large enterprises that use spend-management tools from providers like American Express. However, the data offers clear indications. It proves Anthropic has not secured a permanent victory. Companies switch between models as labs release new versions, creating volatility that investors should monitor regarding how sticky enterprise AI spending actually is.
Model performance
Kharazian noted on X that GPT-5.6 Sol is performing well and becoming the preferred choice for developers. He added that Fable 5 disappointed in both adoption and real-world application due to price and data retention requirements imposed by regulators.
That assessment may be an oversimplification. Fable is Anthropic’s higher-end model tier and costs more. It targets a specific set of use cases rather than functioning as a general chatbot. Anthropic did face criticism when it warned Fable users that the service must retain their data for 30 days.
Overall spending
Ramp’s data suggests both companies should see business revenue growth even as they compete for share. The overall market is expanding. The percentage of companies paying for AI among these Ramp customers has climbed steadily. It surpassed 50% in March and reached nearly 56% by July.
What it means
Businesses are not locking in on a single provider. They are willing to switch as new models arrive. This instability suggests corporate spending on AI lacks the long-term stability investors might hope for.
